OUR FAMILY

What We Offer

Life Insurance - Annuities - I.R.A.s - Roth I.R.A.s - I.R.A. Rollovers -  Mutual Funds - Retirement Planning - Stretch I.R.A.s- College Funding - Portfolio Diversification - 401ks -  Long Term Care Investment Reviews - Portfolio Overviews - Survivor Checklists - Parent Planning - Charitable Options - Estate Organization

PLUS

Exclusive Client Events / Personalized Mailings /  Consultation Calls / Contact Every 90 Days / Free 2nd Opinions / Unique Wellington "Swag" / AND MORE

 

With Us, You’re Like Family

It may seem cliché, but at Wellington Financial Strategies Corp., our clients really are like family! We genuinely care about the well-being of each and every client. Every day, we are watching the markets, researching opportunities, continuing our own education and evaluating trends… all for the benefit of those we serve.

Our family-focused mantra extends beyond the business aspect of our relationship. We’re thinking of you on your birthdays and anniversaries. For those raising children, we’re planning ahead for changes in your financial planning that may be appropriate as the years progress.

We know that our own families can only thrive when yours does. Your good health and well-being — in every sense — are our foremost concern.

 
Wellington Financial Strategies Corp.

Join our family tree! For us, you are not just another client, you are part of our family, and that is how you will be treated. We always make sure to treat our clients with the utmost respect and professionalism, always striving to take care of our clients to the best of our ability.

 

Below is our the Wellington Financial Planning Process. This is the standard of service for any client and we are always happy to help those who wander through our door!

Check this out on our Wellington Financial Facebook Page (plus so much more)!